Netflix Defies Big Tech Pessimism

Here’s a statistic that sums up how gloomy The Information’s readers are feeling about big tech companies right now: Sentiment scores comparing the proportion of optimists and pessimists for 11 of the 14 companies we track are the most negative we’ve seen since we started our surveys in February 2023. That includes particularly bleak readings for Meta Platforms, Apple, Amazon and Google. Ouch.

See our Tech Sentiment Tracker to explore and download the full historical data.

Netflix was the only company that saw its sentiment score tick higher this month—and it was also the only company whose score flipped from negative to positive. Optimists outnumbered pessimists 25% to 20%, while last month optimists trailed pessimists 19% to 21%.